NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
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risk
thematic business cycles
equity
NAV as on Datlid , 12:NaN AM
risk
thematic business cycles
equity
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Last 1Y
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About WhiteOak Capital Quality Equity Fund Plan Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the WhiteOak Capital Quality Equity Fund Plan Growth scheme from WhiteOak Capital Asset Management Limited. It is a Thematic - Business Cycles mutual fund scheme that predominantly invests in Thematic - Business Cycles stocks of companies. Launched on Jan 1970, WhiteOak Capital Quality Equity Fund Plan Growth is Thematic - Business Cycles fund of its category with 0 fund under management as on Jan 1970. The expense ratio of this fund is less than that of most other Fund category Thematic - Business Cycles funds.
- WhiteOak Capital Quality Equity Fund Plan Growth delivered 0.0% annual returns during the last year. It has delivered 0.0% average annual returns since the fund was launched.
- WhiteOak Capital Quality Equity Fund Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The objective of the Scheme is to provide long term capital appreciation by constructing a diversified investment portfolio based on the quality factor theme to provide investors with exposure to companies having strong fundamentals and sustainable competitive advantages
Top 0 Holdings
Fund Managers
Key Information
View Scheme Document
WhiteOak Capital Quality Equity Fund Plan Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on WhiteOak Capital Quality Equity Fund Plan Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in WhiteOak Capital Quality Equity Fund Plan Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in WhiteOak Capital Quality Equity Fund Plan Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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